Item: CaptivateIQ
Rating: 8
Author: Anderson Morris

Use Cases and Deployment Scope

We use CaptivateIQ to run our commission plans at the beginning of each month. Before CaptivateIQ, we would use Excel spreadsheets, which took a lot of manual work, checking, and rechecking. Now, we are able to automate the majority of our work each month, and all we need to do is go through and spot-check it. We occasionally run into some issues, but it doesn't take long to find them.

Pros and Cons

Automates commissions
Summarizes aggregate payout data
Makes statements easy to understand for reps

When it comes to true ups, it can be very difficult to find what deal is causing them.
Ease of identifying errors

Most Important Features

Commissions automation
YTD earnings reports
Keeping track of historical records

Return on Investment

It has significantly increased my team's ability to calculate commissions quickly.

Key Insights

Do you think CaptivateIQ delivers good value for the price?

Yes

Are you happy with CaptivateIQ's feature set?

Yes

Did CaptivateIQ live up to sales and marketing promises?

Yes

Did implementation of CaptivateIQ go as expected?

I wasn't involved with the implementation phase

Would you buy CaptivateIQ again?

Yes

Other Software Used

Salesforce Lightning Platform

Likelihood to Recommend

CaptivateIQ is well suited to handle commission processes at companies with plenty of sales reps. We have around 30, and it makes the process significantly quicker and less burdensome. I trust CaptivateIQ to quickly and efficiently calculate the payments for our reps, which is such an important process considering people depend on it each month.

Commissions Made Simple

Overall Satisfaction with CaptivateIQ